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How to Report on Custom Dates


Please reach out to your CSM for assistance with completing this task.

Since you can only download standard reports on a weekly and monthly basis, filtering certain columns within the downloaded .CSV files allows you to break certain reports down at a more custom level. 

The following table defines which column on the specific report needs to be filtered:

Report NameFiltered Column
Do Not Contactarchived_at
Focused Viewoutcome_date
Funded Loansfunded_date
Site Pagecreated_on
User Levelunsub_time

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